| 8/1/2025 | FSA Advisors Inc. | 9,849 | $456K | 0.4% | -39.6% | 0.003% | |
| 8/1/2025 | Boyd Watterson Asset Management LLC OH | 7,686 | $356K | 0.1% | +3.7% | 0.002% | |
| 8/1/2025 | First National Trust Co | 294,562 | $13.65M | 0.5% | +3.0% | 0.094% | |
| 8/1/2025 | Clark Asset Management LLC | 281,817 | $13.06M | 1.8% | +9.1% | 0.090% | |
| 8/1/2025 | Advisory Alpha LLC | 26,104 | $1.21M | 0.0% | -54.7% | 0.008% | |
| 8/1/2025 | United Capital Management of KS Inc. | 172,243 | $7.98M | 1.3% | N/A | 0.055% | |
| 8/1/2025 | Cobblestone Capital Advisors LLC NY | 34,410 | $1.60M | 0.1% | +2.9% | 0.011% | |
| 8/1/2025 | Bessemer Group Inc. | 230,554 | $10.68M | 0.0% | +10.7% | 0.074% | |
| 8/1/2025 | Schmidt P J Investment Management Inc. | 12,787 | $593K | 0.1% | +11.2% | 0.004% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 21,081,488 | $976.91M | 0.3% | +1.1% | 6.742% | |
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| 7/31/2025 | Atlatl Advisers LLC | 34,238 | $1.59M | 0.8% | +0.9% | 0.011% | |
| 7/31/2025 | Prudent Man Advisors LLC | 66,284 | $3.07M | 1.0% | +2.0% | 0.021% | |
| 7/31/2025 | VestGen Investment Management | 10,322 | $478K | 0.3% | -9.7% | 0.003% | |
| 7/31/2025 | Leavell Investment Management Inc. | 39,763 | $1.84M | 0.1% | +45.0% | 0.013% | |
| 7/31/2025 | City State Bank | 43,927 | $2.04M | 0.6% | -8.6% | 0.014% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 58,162 | $2.70M | 0.0% | -1.5% | 0.019% | |
| 7/31/2025 | Hobart Private Capital LLC | 151,598 | $7.03M | 1.6% | -3.7% | 0.048% | |
| 7/31/2025 | Pinnacle Wealth Management Group Inc. | 168,448 | $7.81M | 4.5% | +4.4% | 0.054% | |
| 7/31/2025 | West Michigan Advisors LLC | 7,843 | $363K | 0.1% | -2.9% | 0.003% | |
| 7/31/2025 | Kathleen S. Wright Associates Inc. | 20,325 | $942K | 0.4% | -2.7% | 0.006% | |
| 7/31/2025 | AlTi Global Inc. | 41,269 | $1.91M | 0.0% | +0.7% | 0.013% | |
| 7/31/2025 | Carnegie Investment Counsel | 7,745 | $359K | 0.0% | N/A | 0.002% | |
| 7/31/2025 | Money Design Co. Ltd. | 290,049 | $13.44M | 0.6% | +2.6% | 0.093% | |
| 7/30/2025 | Strategic Blueprint LLC | 230,608 | $10.69M | 0.5% | +4.0% | 0.074% | |
| 7/30/2025 | Freedom Investment Management Inc. | 155,923 | $7.23M | 0.6% | +2.3% | 0.050% | |
| 7/30/2025 | TFB Advisors LLC | 23,806 | $1.10M | 0.3% | +2.2% | 0.008% | |
| 7/30/2025 | Onyx Bridge Wealth Group LLC | 104,085 | $4.82M | 0.6% | +22.6% | 0.033% | |
| 7/30/2025 | Sterling Investment Management LLC | 230,388 | $10.68M | 7.1% | +0.8% | 0.074% | |
| 7/30/2025 | Brookstone Capital Management | 116,480 | $5.40M | 0.1% | +12.2% | 0.037% | |
| 7/30/2025 | Phillips Financial Management LLC | 56,879 | $2.64M | 0.2% | -1.1% | 0.018% | |
| 7/30/2025 | VCI Wealth Management LLC | 175,039 | $8.11M | 2.8% | +13.2% | 0.056% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 12,115 | $561K | 0.0% | +32.4% | 0.004% | |
| 7/30/2025 | First Interstate Bank | 1,242,741 | $57.59M | 3.4% | +2.0% | 0.397% | |
| 7/29/2025 | FLC Capital Advisors | 252,687 | $11.71M | 2.4% | -2.5% | 0.081% | |
| 7/29/2025 | Unison Advisors LLC | 118,778 | $5.50M | 0.6% | +8.9% | 0.038% | |
| 7/29/2025 | Stephens Inc. AR | 23,363 | $1.08M | 0.0% | +1.1% | 0.007% | |
| 7/29/2025 | Beverly Hills Private Wealth LLC | 94,392 | $4.37M | 0.8% | -0.3% | 0.030% | |
| 7/29/2025 | Balboa Wealth Partners | 14,592 | $676K | 0.1% | +5.4% | 0.005% | |
| 7/29/2025 | Disciplined Investments LLC | 14,734 | $683K | 0.3% | -20.6% | 0.005% | |
| 7/29/2025 | Koshinski Asset Management Inc. | 10,149 | $470K | 0.0% | -8.9% | 0.003% | |
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| 7/29/2025 | Lutz Financial Services LLC | 40,876 | $1.89M | 0.1% | +10.4% | 0.013% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 26,053 | $1.21M | 0.0% | +8.3% | 0.008% | |
| 7/29/2025 | Private Trust Co. NA | 5,735 | $266K | 0.0% | +26.0% | 0.002% | |
| 7/29/2025 | Vectors Research Management LLC | 339,856 | $15.75M | 5.4% | +14.0% | 0.109% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 6,120 | $284K | 0.0% | N/A | 0.002% | |
| 7/28/2025 | RCS Financial Planning LLC | 5,613 | $260K | 0.1% | N/A | 0.002% | |
| 7/28/2025 | Rosenberg Matthew Hamilton | 748 | $35K | 0.0% | -30.4% | 0.000% | |
| 7/28/2025 | Mutual Advisors LLC | 152,642 | $7.03M | 0.2% | +6.8% | 0.049% | |
| 7/28/2025 | Harbour Investments Inc. | 83,195 | $3.86M | 0.1% | +3.1% | 0.027% | |
| 7/28/2025 | Courier Capital LLC | 424,303 | $19.66M | 1.2% | +21.5% | 0.136% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 17,025 | $789K | 0.0% | -4.3% | 0.005% | |
| 7/28/2025 | RFG Advisory LLC | 20,396 | $945K | 0.0% | +45.9% | 0.007% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 30,830 | $1.43M | 0.0% | +2.5% | 0.010% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 134,066 | $6.21M | 0.1% | -71.4% | 0.043% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 3,546,904 | $164.36M | 0.6% | -8.0% | 1.134% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 87,053 | $4.03M | 0.0% | -44.0% | 0.028% | |
| 7/25/2025 | Parker Financial LLC | 125,107 | $5.80M | 2.5% | +3.4% | 0.040% | |
| 7/25/2025 | MGO One Seven LLC | 18,519 | $858K | 0.0% | -34.3% | 0.006% | |
| 7/25/2025 | ONE Advisory Partners LLC | 151,460 | $6.96M | 2.3% | +9.0% | 0.048% | |
| 7/25/2025 | Wells Financial Advisors INC | 2,680 | $124K | 0.2% | -14.4% | 0.001% | |
| 7/25/2025 | Ellis Investment Partners LLC | 7,448 | $345K | 0.1% | -4.3% | 0.002% | |
| 7/25/2025 | CWM LLC | 36,241 | $1.68M | 0.0% | -43.7% | 0.012% | |
| 7/25/2025 | Sovereign Financial Group Inc. | 99,643 | $4.62M | 1.0% | +2.3% | 0.032% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 60,231 | $2.79M | 0.1% | +19.9% | 0.019% | |
| 7/25/2025 | Apollon Wealth Management LLC | 5,277 | $245K | 0.0% | N/A | 0.002% | |
| 7/25/2025 | Evolution Advisers Inc. | 199,483 | $9.24M | 4.2% | +0.7% | 0.064% | |
| 7/25/2025 | Richardson Financial Services Inc. | 4,730 | $219K | 0.1% | +5.7% | 0.002% | |
| 7/24/2025 | Drucker Wealth 3.0 LLC | 7,469 | $344K | 0.1% | -36.8% | 0.002% | |
| 7/24/2025 | Blue Trust Inc. | 106,246 | $4.92M | 0.1% | +7.0% | 0.034% | |
| 7/24/2025 | Certus Wealth Management LLC | 47,029 | $2.18M | 1.4% | +5.1% | 0.015% | |
| 7/24/2025 | MA Private Wealth | 309,291 | $14.33M | 2.6% | -47.9% | 0.099% | |
| 7/24/2025 | Leo Wealth LLC | 7,572 | $351K | 0.0% | N/A | 0.002% | |
| 7/24/2025 | US Bancorp DE | 480,270 | $22.26M | 0.0% | -0.3% | 0.154% | |
| 7/23/2025 | Columbus Macro LLC | 94,521 | $4.38M | 0.5% | -7.9% | 0.030% | |
| 7/23/2025 | Clear Creek Financial Management LLC | 63,157 | $2.93M | 0.3% | -14.4% | 0.020% | |
| 7/23/2025 | Valmark Advisers Inc. | 1,442,830 | $66.86M | 0.9% | +3.5% | 0.461% | |
| 7/23/2025 | Proffitt & Goodson Inc. | 377,435 | $17.49M | 2.7% | +1.9% | 0.121% | |
| 7/23/2025 | REAP Financial Group LLC | 5,350 | $248K | 0.1% | -6.6% | 0.002% | |
| 7/23/2025 | Bellevue Asset Management LLC | 851 | $39K | 0.0% | N/A | 0.000% | |
| 7/23/2025 | TriaGen Wealth Management LLC | 52,364 | $2.43M | 0.7% | +4.8% | 0.017% | |
| 7/23/2025 | Bennett Associates Wealth Management | 29,833 | $1.38M | 1.1% | -5.4% | 0.010% | |
| 7/22/2025 | Belpointe Asset Management LLC | 5,529 | $256K | 0.0% | -16.4% | 0.002% | |
| 7/22/2025 | MAS Advisors LLC | 68,260 | $3.16M | 5.2% | -28.5% | 0.022% | |
| 7/22/2025 | Berkshire Money Management Inc. | 1,459 | $68K | 0.0% | N/A | 0.000% | |
| 7/22/2025 | Merit Financial Group LLC | 625,677 | $28.99M | 0.3% | +18.5% | 0.200% | |
| 7/22/2025 | IVC Wealth Advisors LLC | 25,945 | $1.20M | 0.6% | -16.1% | 0.008% | |
| 7/22/2025 | Simplicity Wealth LLC | 189,343 | $8.77M | 0.4% | +56.3% | 0.061% | |
| 7/22/2025 | OLD National Bancorp IN | 220,270 | $10.21M | 0.2% | +9.6% | 0.070% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 4,746 | $220K | 0.0% | -12.2% | 0.002% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 145,130 | $6.73M | 2.0% | -1.8% | 0.046% | |
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| 7/22/2025 | Accel Wealth Management | 22,391 | $1.04M | 0.3% | +4.1% | 0.007% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 81,363 | $3.77M | 0.2% | +2.5% | 0.026% | |
| 7/22/2025 | Oak Hill Wealth Advisors LLC | 105,238 | $4.82M | 1.0% | +9.6% | 0.034% | |
| 7/22/2025 | Windward Private Wealth Management Inc. | 329,643 | $15.28M | 5.5% | +2.6% | 0.105% | |
| 7/21/2025 | Ascent Group LLC | 34,194 | $1.59M | 0.1% | -6.4% | 0.011% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 11,732 | $544K | 0.0% | -12.1% | 0.004% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 82,424 | $3.82M | 0.5% | +2.6% | 0.026% | |
| 7/21/2025 | Sovereign Investment Advisors LLC | 167,011 | $7.74M | 2.1% | +5.3% | 0.053% | |
| 7/21/2025 | Family CFO Inc | 274,826 | $12.74M | 6.4% | +3.9% | 0.088% | |
| 7/21/2025 | Ashton Thomas Securities LLC | 17,969 | $833K | 0.2% | -1.3% | 0.006% | |
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